See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,503 | $95,803-8.7% | $113,168-22.7% | $84,808+3.2% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 16.84% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,259 | $2,360-4.3% | $2,975-24.1% | $2,631-14.1% |
| Participant deferral / active EE | $5,480 | $4,242+29.2% | $5,107+7.3% | $4,212+30.1% |
| Admin fee / account holder | $1,675 | $8,989-81.4% | $12,068-86.1% | $7,344-77.2% |